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Disclosery

13F-HR filed by Peterson Wealth Services

Peterson Wealth Services filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-20, with 89 holding rows worth $174,599,339.

Accession
0001906799-23-000001
Filer
CIK 1906799
Filed
2023-01-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 89 entries on the cover page, a total value of $174,599,339 stated on the cover page (in dollars after the unit check, H1), rows summing to $174,599,339 with VALUE read as dollars as filed, 13F file number 028-21546. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard FTSE Developed Markets ETF921943858SHS290,856$12,207,244dollars as filed
Apple Inc037833100COM81,016$10,526,350dollars as filed
SPDR Portfolio S&P 500 High Dividend ETF78468R788SHS246,310$9,748,941dollars as filed
VANECK ETF TRUST92189F700AGRIBUSINESS ETF102,716$8,817,858dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS91,821$8,029,843dollars as filed
iShares S&P 500 Growth ETF464287309SHS128,208$7,500,194dollars as filed
Costco Wholesale Corporation22160K105COM10,168$4,641,484dollars as filed
Berkshire Hathaway Inc084670702COM14,734$4,551,333dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock42,338$4,523,853dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock76,936$4,272,284dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E104CAP STRENGTH ETF53,473$4,007,826dollars as filed
Home Depot, Inc437076102COM12,272$3,876,213dollars as filed
Johnson & Johnson478160104COM20,002$3,533,295dollars as filed
Union Pacific Corporation907818108COM16,806$3,480,107dollars as filed
Visa Inc92826C839COM16,525$3,433,332dollars as filed
Broadcom Inc.11135F101COM6,039$3,376,847dollars as filed
DOLLAR GEN CORP COM256677105Stock11,275$2,776,464dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock9,476$2,689,185dollars as filed
Starbucks Corporation855244109COM26,661$2,644,739dollars as filed
ConocoPhillips20825C104COM21,675$2,557,706dollars as filed
COMFORT SYS USA INC COM199908104Stock21,953$2,526,370dollars as filed
Vanguard Value ETF922908744SHS17,346$2,434,852dollars as filed
WESTROCK CO96145D105COM68,094$2,394,173dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock11,485$2,391,316dollars as filed
Amazon.com, Inc023135106COM27,714$2,327,976dollars as filed
iShares U.S. Medical Devices ETF464288810SHS40,950$2,152,764dollars as filed
PIONEER NATURAL RESOURCES CO723787107COM9,363$2,138,341dollars as filed
Tesla Motors, Inc88160R101COM16,936$2,086,176dollars as filed
LULULEMON ATHLETICA INC550021109COM6,208$1,988,919dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS14,637$1,988,400dollars as filed
Thermo Fisher Scientific Inc.883556102COM3,542$1,950,393dollars as filed
SPY78462F103SHS5,041$1,928,021dollars as filed
JPMorgan Chase & Co46625H100COM13,925$1,867,396dollars as filed
ZOETIS INC CL A98978V103Stock12,431$1,821,750dollars as filed
SYSCOCORP871829107COM23,782$1,818,165dollars as filed
INGEVITY CORP COM45688C107Stock24,683$1,738,657dollars as filed
Vanguard Growth922908736COM7,695$1,639,857dollars as filed
OCCIDENTAL PETE CORP674599105COM25,522$1,607,640dollars as filed
CELANESE CORP DEL COM150870103Stock14,854$1,518,723dollars as filed
Vanguard S&P 500 ETF922908363COM4,248$1,492,546dollars as filed
Merck & Co.,Inc.58933Y105COM10,707$1,187,930dollars as filed
MARATHON PETE CORP COM56585A102Stock9,496$1,105,285dollars as filed
AIR PRODS & CHEMS INC009158106COM3,363$1,036,769dollars as filed
Chubb LimitedH1467J104COM4,646$1,024,892dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock3,940$1,015,482dollars as filed
NVIDIA Corp67066G104COM6,854$1,001,688dollars as filed
First Horizon Corporation320517105Common Capital Stock, par value $0.625 per share38,794$950,450dollars as filed
TRACTOR SUPPLY CO COM892356106Stock4,211$947,297dollars as filed
TAPESTRY INC COM876030107Stock24,775$943,424dollars as filed
Eaton Corp. PlcG29183103COM5,990$940,200dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock6,725$930,317dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS14,927$920,113dollars as filed
Walmart Inc.931142103COM6,460$915,964dollars as filed
Cisco Systems,Inc.17275R102COM18,859$898,427dollars as filed
Microsoft Corp594918104COM3,585$859,873dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock13,855$852,199dollars as filed
XPLR INFRASTRUCTURE LP65341B106COM UNIT PART IN11,134$780,365dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS7,824$758,814dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS16,202$756,648dollars as filed
CME Group Inc. Class A12572Q105COM4,486$754,303dollars as filed
Medtronic PlcG5960L103COM8,866$689,044dollars as filed
VANECK ETF TRUST92189H607OIL SERVICES ETF1,536$467,036dollars as filed
IJH464287507COM1,888$456,808dollars as filed
Verizon Communications Inc92343V104COM11,242$442,944dollars as filed
Comcast Corp20030N101COM12,566$439,434dollars as filed
GARMIN LTD SHSH2906T109Stock4,526$417,677dollars as filed
HALLIBURTON CO COM406216101Stock10,144$399,160dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock3,540$322,626dollars as filed
UnitedHealth Group Inc91324P102COM608$322,189dollars as filed
Intercontinental Exchange,Inc.45866F104COM2,957$303,334dollars as filed
TJX Companies Inc872540109COM3,729$296,800dollars as filed
Intel Corp458140100COM11,203$296,095dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,642$276,014dollars as filed
ALLSTATE CORP COM020002101Stock2,003$271,574dollars as filed
Salesforce.com, Inc79466L302COM2,000$265,180dollars as filed
FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF33734X838ETF19,150$262,547dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,943$261,110dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD5,577$258,983dollars as filed
IQVIA HLDGS INC COM46266C105Stock1,242$254,473dollars as filed
FISERV INC337738108COM2,488$251,462dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock3,357$250,466dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,594$245,474dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,692$237,515dollars as filed
Netflix, Inc64110L106COM795$234,430dollars as filed
STERIS PLC SHS USDG8473T100Stock1,235$228,141dollars as filed
SYNCHRONYFINL87165B103STOK6,888$226,326dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,375$217,351dollars as filed
American Express Company025816109COM1,464$216,290dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock810$200,883dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001906799-23-000001this filing2023-01-20acceptance time not in the bulk data set